Prime Features which play a key role in every day tasks and enhance the productivity
CRM software is the basis of a stable and a well-organized system. Especially for Immigration Consultants owing to huge amount of data processing every single day.
It’s a great practice to have the CRM software incepted right from the beginning of an organization, as the old saying goes- well begun is half done! A structured way of lead management, workflow configuration and process management ensures a scalable and an error free system.
Why does CRM play such an important role?
Automation of repetitive tasks
Why spend time and effort manually when there’s an automatic system for it? Lead Capturing, Assigning, Notifications, Reminders, Automatic Mails and Notifications to Clients- All can be set for the CRM to perform as per pre-defined schedules.
Pre-configured mail and WhatsApp message templates are a real time saver when it comes to sending same mail content to multiple receivers every day
2. Automatic Agreement / Document generator
Pre-configured templates of documents, with provision of auto pick up of Client Name, Contact Number, Email ID, Address and any other required variable field enable generation of documents / agreements within a couple of seconds
These documents can be stored and transferred to concerned authorities internally through the CRM
3. Invoice and Payment Management
Multiple profiles of Invoice can be configured in the system and the content in it can be placed as required.
Multi-Currency setting option, Flexibility in discounts applicable, pre-feeding of services provided, all are supported in Maple CRM
Payment management- in terms of installments provided, discounts for each installment wherever applicable, notifications to account manager as well as client for payment reminding ensure no payments are missed.
4. Marketing Forecast
Real-time updated, customizable dashboards and custom reports, CRM gives a clear picture of which are the high performing lead sources
Which marketing strategy has driven chunks of leads to your organization and brought business.
This can enable forecasting on investing more on the high performing sources and take necessary action for the low performing one.
Forecasting can also be done on the basis of quality of leads brought in by various sources, conversion rate and client retention rate.
Maple CRM : 12+ years of enhancing immigration process management, making it simpler and error free with specialised software for Immigration Consultants
Schedule a live demo TODAY! Get a glimpse of Maple CRM with our expert.
Promoting websites through multiple ways? Do you have a streamlined and efficient process to capture your leads?
We may not always think of channelising the leads coming through website. The old or rather the traditional method is getting it through emails. Here are few simple yet the best ways to improve your conversions through website enquiries.
1. Build an effective web form:
Help your viewers submit the form easily which can consist of only the required fields and which is not too much complicated with questions where he has to invest more time.
2. Filter the Enquiries:
Enable easy filtering to ensure not every leads falls in your inbox. For e.g. if the enquiry is for sales, route it to the staff who takes care of business sales, likewise, depending on the location or region you can route it to your various staff.
3. Design matters:
Ensure that your form looks good. You can get your Website designer to build professional yet simple forms which can attract visitors to post their enquiries.
4. Integrate with CRM
If you have not yet subscribed for one, then it high time to start using CRM and experience the results of managing leads efficiently. Already using CRM? Get your CRM integrated with website. Leads can automatically get assigned to your staff based on location or department and you have someone to work on these enquiries instantly.
5. Create Landing Pages
Depending on the products and services you offer, you can build multiple landing pages which can be used for publishing in many social media and route it to your CRM. This will help greatly to focus more on your Sales objective and increase your conversion ratio.
Sales is quite a tricky process. You need to keep evolving with the latest market methods to increase your sales. We have found the above elements to help in conversion rates. Would you like to share your thoughts on this article, you can write to us at firstname.lastname@example.org
A lot of sales time can be spent on leads that aren’t going to buy. While leads are never going to convert one to one, filtering out the poor quality ones ensures that sales effort is focused on the more promising opportunities. This requires close co-operation between sales and marketing. CRM Software helps here to collaborate the various teams to reach one goal – to convert leads into sales.
Generation of sales quotation can be repetitive work for your sales people which only eats up their time by doing administrative tasks. Having quote generation tool with pre-defined templates can speed up their quotation process and improve the quality of the quotes that are sent out.
Often your track records may contain duplicate records, repeated customer entries which not only eats up your data space but may also give wrong calculations on the no of leads which are in your sales bucket. This poor lead management results in nothing but a bad way of recording which is of no help. CRM system can help in keeping up-to-date information with no duplicate entries but only quality information that is going to be of great help to sales team. Your business process can be streamlined and an effective strategy can be put forward for increasing sales opportunity.
It is not only with sales but also with post-sales functions which can be well organized so that customer never faces any issues throughout his business time with your company. Improving the quality of post-sales fulfillment can therefore have a big impact on making a sales person more productive.
Not to forget the sales reports for which your team spend a lot of time creating those for managers review. Sales Management Software is of great help here to quickly run reports as needed.
In the world of sales a shift in the balance of time spent with customers as opposed to administration can have a big positive impact on profitability.